+157.6%
HPQ vs URI
+1,189.1%
-1,031.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +1.4% |
| 7D | +0.5% | -6.0% | +6.5% | +2.5% |
| 30D | -5.9% | +4.6% | -10.5% | -7.8% |
| 3M | -3.7% | -2.7% | -1.0% | -3.7% |
| 6M | +28.1% | +18.4% | +9.7% | +17.1% |
| YTD | +32.5% | +37.4% | -4.9% | +10.5% |
| 1Y | +18.1% | +30.4% | -12.3% | +0.8% |
| 3Y | +16.4% | +147.9% | -131.5% | -27.2% |
| 5Y | +8.9% | +202.1% | -193.2% | -40.0% |
| 10Y | +157.6% | +1,182.4% | -1,024.8% | -18.0% |
| All | +157.6% | +1,189.1% | -1,031.4% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling